Our Story
Sentry Point Private Wealth was born from a vision to stand watch over your family’s financial well-being through every market cycle. Our founder, Matthew Richards, brings more than 15 years of advisory experience spanning multinational HSBC, the highly acclaimed Morgan Stanley, and an independent channel under Wells Fargo. He’s spent his career ensuring clients receive not only the most relevant insights but also the highest standard of guidance for every financial choice.
Holding a CERTIFIED FINANCIAL PLANNER® certification cements Matthew’s commitment to the strictest standard. He deeply believes that professional conduct and client interests must always lead the way. It’s this very principle—putting your family’s goals front and center—that inspired the name Sentry Point, a steadfast lookout for your wealth.
Matthew’s roots run deep in Buffalo, New York, just outside the heart of Williamsville. He carries the city’s resilient, community-first spirit into every client relationship. That hometown pride ensures we never lose sight of what truly matters: people, purpose, and prosperity.
Holding a CERTIFIED FINANCIAL PLANNER® certification cements Matthew’s commitment to the strictest standard. He deeply believes that professional conduct and client interests must always lead the way. It’s this very principle—putting your family’s goals front and center—that inspired the name Sentry Point, a steadfast lookout for your wealth.
Matthew’s roots run deep in Buffalo, New York, just outside the heart of Williamsville. He carries the city’s resilient, community-first spirit into every client relationship. That hometown pride ensures we never lose sight of what truly matters: people, purpose, and prosperity.
Plan Boldly. Live Freely.
At Sentry Point, we believe that a bold plan gives you the freedom to live life on your own terms. Whether your horizon is retirement, education funding, or growing a legacy, our approach empowers you to aim high and pursue your dreams confidently. We design strategies built to weather uncertainty so you can embrace each opportunity without hesitation.
This philosophy guides every recommendation and portfolio design. By anticipating potential risks—and leveraging market strengths—we strive to keep you ahead of the curve. Your financial roadmap is custom-tailored, reflecting your ambitions and tolerances, while the Sentry Point team stands guard in the background.
With a clear plan in place, you can shift your focus back to what energizes you—building memories with family, exploring new passions, or giving back to the community that raised you. Live freely, knowing your wealth is in conscientious hands.
The Sentry Point Difference
Every decision we make— from investment selection to choosing strategic partners—begins and ends with your best interests. As an independent advisory practice custodied by Wells Fargo, we combine best-in-class investment options with the white-glove service you deserve. Our autonomy ensures advice remains unbiased, transparent, and relentlessly focused on your goals.
We embrace Buffalo’s ethos of hard work and loyalty, translating it into rigorous research, disciplined risk management, and genuine care. Our hometown pride reminds us daily why we serve: to elevate families, strengthen communities, and leave a lasting positive impact.
Discover the confidence that comes from having a dedicated sentinel over your wealth. Connect with Sentry Point Private Wealth today and let us help you plan boldly—so you can live freely.
Faces Behind the Plan
Our team combines deep industry expertise with a client-first fiduciary commitment, guiding your financial journey with precision and integrity.
Matthew Richards, CFP
Managing Director
PIM Portfolio Manager
Private Wealth Advisor
